MidwesternJD's Net Worth for September 2019


Assets Value Change ($) Change (%)
Cash $5,074 $574 12.76%
Stocks $21,800 $637 3.01%
Bonds $2,841 $21 0.74%
Annuities $0 - -
Retirement $443,690 $3,798 0.86%
Home $250,000 - -
Other Real Estate $0 - -
Cars $29,000 ($1,000) (3.33%)
Personal Property $0 - -
Other Assets $41,726 $845 2.07%
$794,131 $4,875 0.62%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $145,673 ($531) (0.36%)
Other Mortgage(s) $0 - -
Student Loans $157,000 $500 0.32%
Credit Cards $2,081 ($633) (23.32%)
Car Loans $20,200 ($650) (3.12%)
Other Debts $0 - -
Total Debts $324,954 ($1,314) (0.40%)
Net Worth $469,177 $6,189 1.34%
*All values shown in USD ($)
Notes:
Stocks = DD 529
Bonds = Taxable
Other = HSA

Maxed the 457 with the last paycheck this month... looking forward to a 3-paycheck month in October!

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